Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Graham is a financial advisor registered with Riggs Asset Management Co. Inc. in Pennsylvania. Robert has 36 years of experience in the financial industry. Robert is currently registered with the state of North Carolina, Pennsylvania, Texas, and Virginia. He holds Series 63 and 65 licenses and has passed the Series 5, 7, 24, and 53 exams. Robert has worked for RIGGS ASSET MANAGEMENT COMPANY, INC. since November 1990. Riggs Asset Management Co. Inc. has offices in Dallas, Pennsylvania, and Bolivia, North Carolina. The firm has 382 clients with approximately $522,481,400 in assets under management. The firm provides financial planning, investment management, and publication of periodicals services. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
08/22/1995 - Present
Riggs Asset Management Co. Inc. (BOLIVIA NC)
FL
06/15/1989 - 09/05/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
12/01/1986 - 06/26/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
10/20/1982 - 12/12/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/17/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 12/09/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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